The new entry can be a debit entry or a credit entry.
- A debit entry to charge your customer for a punctual mission, Training, …
- A credit entry for a gift, a refund, an ajustement, …
4 steps to add a new entry in the balance of a customer
- Go to the Balance of the customer from the Customer detail page.
- Click “Balance” from the Customer menu
- Click “Add a debit or a crédit” from the “Actions” menu
- Add the new Entry
If the ponctual date is blank or the date is the past, this entry will be automatically added to the next invoice.
Setting a date in the future let you program the entry for later billing.
Example :
Let’s say we are the 1st june.
Your customer is billed every 5th of the month.
If you set the entry to the :
- 4th of june, the entry will be in the invoice of the 5th of june,
- 18th of june, the entry will be in the invoice of the 5th of july.